IWM
CAT icon

IMG Wealth Management’s Caterpillar CAT Stock Holding History

IMG Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$367K Sell
518
-12
-2% -$8.31K 0.23% 57
2025
Q4 		$304K Buy
530
+24
+5% +$13.3K 0.19% 66
2025
Q3 		$241K Hold
506
– – 0.16% 80
2025
Q2 		$196K Buy
506
+28
+6% +$9.33K 0.15% 82
2025
Q1 		$158K Hold
478
– – 0.14% 80
2024
Q4 		$173K Buy
+478
New +$185K 0.16% 75

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IMG Wealth Management's CAT Position: Q1 2026 in Review

IMG Wealth Management reduced its Caterpillar (CAT) stake by 2.3% in Q1 2026, selling an estimated $8.31K and leaving 518 shares worth $367K. The position accounts for 0.23% of the portfolio, ranked #57.

IMG Wealth Management first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • IMG Wealth Management held 518 shares of Caterpillar worth $367K as of Q1 2026.
  • IMG Wealth Management sold 12 Caterpillar shares in Q1 2026, an estimated $8.31K.
  • Caterpillar made up 0.23% of IMG Wealth Management's portfolio in Q1 2026, its #57 holding.
  • IMG Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.